U-Haul Holding Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of UHAL.B?
Owner Type	Number of Shares	Ownership Percentage
State or Government	53,159	0.0271%
Employee Share Scheme	732,819	0.374%
Individual Insiders	2,343,843	1.2%
General Public	34,381,979	17.5%
Institutions	73,370,055	37.4%
Private Companies	85,196,025	43.5%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 72.61% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
43.4%	Foster Road LLC	85,171,125	US$4.8b	0%	no data
3.25%	Yacktman Asset Management LP	6,373,700	US$357.6m	4.24%	2.98%
2.59%	BlackRock, Inc.	5,085,096	US$285.3m	-0.96%	no data
2.46%	Dimensional Fund Advisors LP	4,820,015	US$270.4m	8.54%	0.03%
2.45%	Vanguard Capital Management, LLC	4,810,754	US$269.9m	0%	no data
2.31%	FMR LLC	4,522,066	US$253.7m	7.17%	0.01%
2.14%	Vanguard Portfolio Management, LLC	4,198,763	US$235.5m	0%	0.01%
1.68%	Abrams Capital Management, L.P.	3,287,870	US$184.4m	0%	2.57%
1.62%	Hotchkis and Wiley Capital Management, LLC	3,171,129	US$177.9m	-1.73%	0.45%
1.09%	Smead Capital Management, Inc.	2,146,425	US$120.4m	-13%	2.31%
1.06%	State Street Global Advisors, Inc.	2,075,647	US$116.4m	6.75%	no data
0.99%	Geode Capital Management, LLC	1,940,990	US$108.9m	2.58%	no data
0.93%	Reinhart Partners, LLC	1,833,018	US$102.8m	0.57%	2.39%
0.79%	Norges Bank Investment Management	1,556,747	US$87.3m	0%	no data
0.77%	Southpoint Capital Advisors LP	1,500,000	US$84.1m	-40%	1.55%
0.72%	Thompson, Siegel & Walmsley LLC	1,408,247	US$79.0m	44.8%	0.91%
0.66%	D. E. Shaw & Co., L.P.	1,302,767	US$73.1m	55.6%	0.05%
0.65%	Sophia Shoen	1,268,522	US$71.2m	0%	no data
0.62%	Scharf Investments, LLC	1,210,943	US$67.9m	-3.37%	2.11%
0.5%	Artisan Partners Limited Partnership	970,663	US$54.5m	-6.49%	0.04%
0.43%	Charles Schwab Investment Management, Inc.	840,194	US$47.1m	7.08%	0.01%
0.41%	Millennium Management LLC	800,973	US$44.9m	96.8%	0.03%
0.37%	AMERCO, ESOP	732,819	US$41.1m	0%	no data
0.35%	Vanguard Fiduciary Trust Company	681,782	US$38.2m	3.35%	no data
0.34%	Mark Shoen	665,648	US$37.3m	0%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2026/06/15 21:01
End of Day Share Price	2026/06/12 00:00
Earnings	2026/03/31
Annual Earnings	2026/03/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

U-Haul Holding Company is covered by 6 analysts. 1 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
George Godfrey	CL King & Associates, Inc.
Robert Dunn	Sidoti & Company, LLC
Andrew Rosivach	Wolfe Research, LLC.